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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
651
Ritter Daniher Financial Advisory
Ohio
$8.7K – – –
CTC
652
Cetera Trust Company
Minnesota
$8.7K – – –
MAM
653
Marquette Asset Management
Minnesota
$8.11K – – –
RF
654
Rossby Financial
Florida
$7.12K +$404 +2 +6%
BW
655
Basepoint Wealth
Iowa
$7.06K – – –
CWM
656
Copia Wealth Management
Oregon
$6.92K – – –
PWA
657
Physician Wealth Advisors
Utah
$6.72K -$607 -3 -8%
EWM
658
Evermay Wealth Management
Virginia
$6.53K +$6.67K +33 New
IAIM
659
International Assets Investment Management
Florida
$6.42K -$809 -4 -11%
ANBT
660
American National Bank & Trust
Texas
$6.33K – – –
CAL
661
Capital Analysts LLC
Pennsylvania
$6K -$1.82K -9 -25%
OC
662
Oakworth Capital
Alabama
$5.67K – – –
CH
663
Cromwell Holdings
Wyoming
$5.54K +$2.63K +13 +87%
DWM
664
Dogwood Wealth Management
Kansas
$5.34K – – –
AA
665
Addison Advisors
Vermont
$4.75K -$8.9K -44 -65%
SIM
666
Synergy Investment Management
Florida
$4.58K +$4.85K +24 New
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.56K – – –
FG
668
Fairman Group
Pennsylvania
$4.56K – – –
MA
669
Montag & Associates
Georgia
$4.43K -$202 -1 -4%
EWP
670
Elevation Wealth Partners
California
$4.35K – – –
IA
671
IFG Advisory
Georgia
$4.35K +$4.45K +22 New
CT
672
Coastline Trust
Rhode Island
$3.56K – – –
SC
673
SouthState Corp
Florida
$3.56K +$607 +3 +20%
APW
674
Aventura Private Wealth
Florida
$3.36K +$3.44K +17 New
CPG
675
Cornerstone Planning Group
New Jersey
$3.28K -$202 -1 -6%